Peter began his career in 1998 as an advisor at a boutique Park Avenue investment firm. Three years later, he moved on to Smith Barney before becoming an independent advisor in 2004. He joined CJM Wealth Management in 2006 as Managing Director and Partner, where he was a major contributor to the firm’s growth and development. In 2020, CJM Wealth Management merged into Wealth Enhancement and took on the role of Senior Vice President. Peter specializes in wealth management, asset protection and tax minimization strategies for ultra-affluent families and closely-held businesses pre- and post-liquidity. He also specializes in working with women in transition, providing wealth management guidance at a time when clarity and confidence are most needed. With a deep passion for addressing this underserved need in our industry, he is committed to helping women navigate financial change with intention and security.

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